Lido Advisors’s Simulations Plus SLP Stock Holding History

Lido Advisors’s Portfolio SLP Stock Details SLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-7,032	Closed	-$346K	–	1028
2022 Q2	$346K	Buy	+7,032	New	+$332K	﹤0.01%	667

Other funds holding SLP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Lido Advisors's SLP Position: Q3 2022 in Review

Lido Advisors sold out of Simulations Plus (SLP) in Q3 2022, closing a stake of 7,032 shares — an estimated $346K sold.

Lido Advisors first reported a position in SLP in Q2 2022 and held it in 1 quarter. The position peaked at $346K in Q2 2022. 180 funds tracked by Wall St. Rank hold SLP as of Q3 2022.

Lido Advisors reported no remaining Simulations Plus position as of Q3 2022 after selling out during the quarter.
Lido Advisors sold 7,032 Simulations Plus shares in Q3 2022, an estimated $346K.
Lido Advisors first reported a position in Simulations Plus in Q2 2022 and held it in 1 quarter.
Lido Advisors's Simulations Plus position peaked at $346K in Q2 2022.
180 funds tracked by Wall St. Rank held Simulations Plus as of Q3 2022.

Based on Lido Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.